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A campaign is an automated system that calls multiple leads on your behalf using a configured AI assistant. You define who gets called, when, how many times, and what success looks like — DialogBot handles the rest.

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What a campaign includes

Lead management

Import primary and secondary contacts from CSV, CRM integrations, or manual entry. Track the status of every lead throughout the campaign.

Scheduling control

Set allowed calling hours and days of the week to respect customer preferences and comply with local regulations.

Retry logic

Configure how many times to retry unanswered calls, how long to wait between attempts, and whether to keep calling until a goal is achieved.

Goal tracking

Define a success variable so the campaign knows when an objective has been met — useful for sales calls, appointment booking, and lead qualification.

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Campaign statuses

The campaign is being configured but hasn’t started yet. Add leads and finalize settings before launching.
The campaign is actively making calls according to your schedule and retry settings.
The campaign is temporarily stopped. You can resume it at any time without losing progress.
All leads have been successfully contacted or reached the maximum retry limit.

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Key features

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Scheduling and timing

  • Allowed calling hours — set a start and end time (e.g., 9:00 AM – 6:00 PM)
  • Allowed days — choose specific days of the week
  • Timezone — uses your assistant’s configured timezone
  • Automatic enforcement — the system will not place calls outside your defined window

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Retry system

Goal-based retry keeps calling a lead until a specific boolean outcome is recorded in your assistant’s post-call variables — useful for campaigns where the objective is a confirmed appointment or a positive response.

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Lead types

  • Primary leads — the main contacts you’re targeting
  • Secondary contacts — backup numbers linked to the same lead (e.g., a mobile and an office number)
  • Lead status tracking — monitor progress for each contact individually

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Requirements

Before starting a campaign, make sure you have:
Your AI assistant must have a phone number configured for outbound calls. Campaigns will not run without one.
  • A configured AI assistant with outbound calling capability
  • Sufficient account balance to cover call costs
  • At least one lead added to the campaign with a valid phone number

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Quick start

1

Create the campaign

Give it a descriptive name and select the AI assistant to use.
2

Set the schedule

Define your allowed calling hours and days.
3

Configure retries

Set the number of retry attempts and the interval between them.
4

Add leads

Import from CSV, connect an integration, or add leads manually.
5

Start the campaign

Click Start when you’re ready. Calls begin automatically within your scheduled window.
For a detailed walkthrough of every setting, see Creating a campaign.

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Monitoring your campaign

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Lead statuses

You can manually override a lead’s status in the leads table:
  • Set to “Created” to reset a lead and call them again
  • Set to “Completed” to stop calling a lead

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Call result statuses

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Troubleshooting

Campaign won’t start:
  • Confirm your assistant has a phone number configured
  • Check that your account balance is sufficient
  • Ensure at least one lead has been added
No calls being made:
  • Wait 10–15 minutes after starting — campaigns take a short time to initialize
  • Check whether the current time falls within your allowed calling hours
  • Confirm that today is an allowed calling day
  • Verify that leads have valid phone numbers
Too many or too few retries:
  • Adjust max retries (1–5 attempts)
  • Modify the retry interval (10–4320 minutes)
  • Review whether voicemail or goal-based retry conditions are enabled
Start with conservative retry settings and increase them gradually based on campaign performance and response rates.